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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,540 | $48,364-57.5% | $71,796-71.4% | $62,881-67.3% |
| Participation rate | 37.0% | 60.6%-23.6pp | 69.1%-32.1pp | 69.3%-32.3pp |
| Annual return | 1.47% | 13.16%-11.7pp | 78.04%-76.6pp | 20.14%-18.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $772 | $2,091-63.1% | $2,794-72.4% | $3,203-75.9% |
| Admin fee / account holder | $7,178 | $3,771+90.3% | $4,815+49.1% | $4,296+67.1% |